region: Global

An ESG global bond and fixed-income strategy focused on long-term income from bonds and debt instruments issued by companies that meet strict ESG standards.

A precious metals strategy that invests in gold, silver, platinum, and palladium through physical holdings or commodity-linked derivatives, targeting short to mid-term gains.

A diversified commodities strategy investing across sectors like grains, metals, energy, and softs, seeking short- to mid-term trading profits over income or appreciation.

A tactical commodities strategy focused on agricultural assets such as grains, oilseeds, livestock, and cotton, seeking short- to mid-term trading profits over income.

A world bond strategy that allocates 40% or more to foreign debt, primarily from developed markets. May include up to 20% in lower-quality bonds. Seeks income.

An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%–65% in speculative-grade debt.

An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.

A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

A utilities equity strategy focused on capital appreciation through U.S. and international companies in electric, gas, and telecom services, with at least 80% invested in utility-related securities.

A technology equity strategy focused on long-term capital appreciation through U.S. and international companies in software, semiconductors, hardware, networking, and internet-related businesses.

A natural resources equity strategy offering broad exposure to commodity-driven industries like energy, chemicals, minerals, and forestry, with a primary focus on U.S.-based companies.

A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.

An infrastructure equity strategy investing over 60% in companies involved in transportation, utilities, energy midstream, construction, and logistics, with balanced exposure across market capitalizations.

An industrials equity strategy focused on capital appreciation through U.S. and international companies in cyclical sectors like aerospace, transportation, construction, and machinery, with some emphasis on dividends.

A healthcare equity strategy focused on long-term capital appreciation through U.S. and international companies across pharmaceuticals, biotech, medical devices, providers, insurers, and other healthcare-related sectors.

A global real estate strategy that invests primarily in non-U.S. real estate securities, including REITs, REIT-like entities, and, for qualified clients, direct international commercial real estate holdings.

A financial sector equity strategy focused on U.S. and international banks, insurers, brokers, and lenders, actively managed with sensitivity to economic cycles and macroeconomic indicators.

A precious metals equity strategy investing in gold, silver, platinum, and palladium producers, along with bullion, metals ETFs, and related companies across North America, Australia, and South Africa.

An energy equity strategy focused on U.S. and international companies across oil, gas, pipelines, refineries, coal, and alternative energy sectors.

An energy infrastructure strategy that invests at least 80% of assets in equity and debt securities of master limited partnerships and related entities focused on midstream energy operations.

A consumer defensive equity strategy focused on long-term capital appreciation through large-cap U.S. and international companies in consumer staples, including food, beverages, and household products.

A consumer cyclical equity strategy that seeks capital appreciation by investing in U.S. and international companies across retail, leisure, and discretionary sectors.

A sector-focused equity strategy that concentrates on telecommunications, media, and entertainment companies, including cable, wireless, broadcasting, publishing, film, and digital service providers.

An ESG global commodity equity strategy offering commodity-linked growth by investing in ESG-screened companies across agriculture, energy, metals, and other resource sectors.

An ESG international equity strategy focused on long-term growth through investments in ESG-screened companies across developed and emerging non-U.S. markets.

A bearish alternative strategy that maintains 100% short equity exposure, aiming to benefit from market declines while hedging with low-risk assets; typically exhibits negative beta to equity indexes.

A long-short credit strategy that seeks to profit from changing credit conditions by combining bond positions with credit default swaps, while using derivatives to hedge market and interest rate risk.

A long-short equity strategy that dynamically adjusts long and short exposure based on macro views and bottom-up research, with at least 75% allocated to equities or related derivatives.

A market neutral equity strategy that offsets long and short positions across sectors, styles, and regions to minimize systematic risk, with low beta exposure and a focus on security selection.

A multi-strategy alternative approach that combines several alternative investment tactics, with flexible positioning and gross short exposure typically exceeding 20%, adapting over time to market conditions.

A multi-currency strategy that invests across global currencies using money market instruments, derivatives, and cash, combining both systematic and discretionary currency trading approaches.

An income strategy that generates return primarily through the collection of premiums from option writing of covered calls, cash-secured puts, and volatility-based trades.

A single-currency strategy that seeks exposure to one currency using short-term money market instruments, derivatives, and cash deposits for targeted currency positioning and risk management.

A volatility trading strategy that treats volatility as an asset class, using directional and arbitrage approaches to profit from changes in implied volatility across asset classes, targeting short-term gains.

A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.

A diversified emerging markets strategy focused on capital appreciation through broad exposure to equities—and select fixed-income securities—across Asia, Latin America, and other developing regions.

A large-cap international equity strategy focused on developed non-U.S. markets, blending growth and value styles for long-term results with broad geographic exposure.

An international large cap growth strategy targeting developed non-U.S. markets, focused on high-growth companies with strong fundamentals and premium valuations.

An international large cap value strategy focused on developed non-U.S. markets, investing in slower-growth companies with lower valuations and higher dividend yields.

An international miscellaneous region strategy targeting smaller or overlooked regions with strong current or future economic potential, seeking long-term capital appreciation.

An international small mid blend strategy focused on smaller non-U.S. companies, seeking long-term capital appreciation through diversified exposure without a strong growth or value tilt.

An international small mid growth strategy focused on smaller, faster-growing non-U.S. companies with higher valuations, targeting long-term capital appreciation over income.

An international small mid value strategy targeting smaller, lower-priced non-U.S. companies with slower growth, focused on long-term value and income potential.

A diversified world stock allocation strategy seeking long-term capital appreciation through global exposure to equities and bonds, with a primary focus on the U.S., Europe, and Japan.

An energy focused strategy that invests in oil, gas, coal, and related fuels through physical assets or derivatives, aiming for short to mid-term trading profits.

An industrial metals strategy that invests in aluminum, copper, nickel, and similar assets through physical holdings or derivatives, seeking short to mid-term trading gains.